What is your Financial Need?

HAPPY RETIREMENT

Contact Us

What is your Financial Need?

OWN A HOUSE

Contact Us

What is your Financial Need?

WEALTH BUILDING

Contact Us

What is your Financial Need?

CHILD'S FUTURE

Contact Us

Welcome To WB Finserve LLP

A reputed name for comprehensive financial guidance and product distribution services

WB Finserve LLP is a leading Mutual Fund distributor and a firm dedicated to provide personalized financial services to high-net-worth individuals, families, and institutions. Our experienced team delivers tailored investment options, insurance and tax optimization, and a range of financial solutions to help our clients achieve their unique financial goals and aspirations.

Know More
Image
Image

Our Service

01 Client Desk

The Client Desk is a premium offering for our clients that consolidates entire portfolio information, covering every major financial and non-financial product, for an entire family or an organisation.

What We Offer

01 Assess

Get customised guidance across various financial products and services like mutual funds, insurance, loans, need based investing, estate planning, and taxes.

Image

Product Basket

Mutual Funds
Mutual Funds
A mutual fund is a professionally managed investment vehicle that pools money from investors to invest in different asset classes.
Equity and ETFs
Equity and ETFs
Equities offer direct company ownership, while ETFs provide diversified exposure through a basket of securities.
NPS
NPS
The NPS is a government-backed retirement scheme offering flexibility, savings, and potential returns for a secure future.
PMS
PMS
PMS offers HNIs customized wealth management solutions, tailored to goals, risk, and investment horizons in India.
Loan against Mutual Fund
Loan against Mutual Fund
A loan against mutual funds lets investors borrow using their holdings as collateral, providing liquidity without selling assets.
Insurance
Insurance
Protection against financial risks by covering losses of the insured during unforeseen and adverse circumstances.

Fund Manger Interviews

Mr. Alok Singh Chief Investment Officer - Fixed Income, Bank of India Mutual Fund. Mr. A...

Mr. Alok Singh Chief Investment Officer - Equity, Bank of India Mutual Fund. Mr. Alok Si...

Mr. Rahul Pal Chief Investment Officer - Fixed Income, Mahindra Manulife Mutual Fund Mr....

Ms. Fatema Pacha Fund Manager - Equity, Mahindra Manulife Mutual Fund Ms. Fatema Pacha h...
Image

Assisting clients in fulfilling their needs.

0
Clients
0
Lacs AUM
0
Experience
0
Awards
Meet our exparts

Latest Article

Friday, December 19 2025 Source/Contribution by : NJ Publications In the dynamic, high-sp...

Friday, December 12 2025 Source/Contribution by : NJ Publications You track the markets, ...

Friday, November 28 2025Source/Contribution by : NJ Publications As our parents age, thei...

Friday, November 14 2025 Source/Contribution by : NJ Publications Once upon a time, spend...

What Our Client Says

Get in Touch

  Refresh Captcha  
 

Our Products

Tools

Contact Us

WB Finserve LLP
Office Address:
231,2nd Floor, Kailash Plaza,
Vallabh Baug Lane, Ghatkopar (E),
Mumbai - 400 075